Eric Barkey is a registered investment advisor at J.S. Replogle & Associates LLC, based in Bridgewater, VA, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 90 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable on assets over $10,000,000.01
Fee Estimator
Location
Bridgewater, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric owns Barkey Notary Services, LLC, a non-investment related business. He dedicates about half his time to this activity.
Employment History
Current Registrations
J.S. Replogle & Associates LLC
Previous Registrations
Barkey Financial, LLC
State Registrations3 states
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